Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 2 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,968 | $113,941-51.8% | $94,229-41.7% | $125,389-56.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.61% | 5.29%-4.7pp | 10.68%-10.1pp | 282.24%-281.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,291 | $5,179-17.1% | $4,320-0.7% | $5,352-19.8% |
| Admin fee / account holder | $52 | $8,392-99.4% | $6,269-99.2% | $9,541-99.5% |